LPL Financial’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
28,476
+138
| +0.5% | +$60.9K | ﹤0.01% | 1556 |
|
|
2025
Q1 | $14.4M | Buy |
28,338
+781
| +3% | +$397K | 0.01% | 1360 |
|
|
2024
Q4 | $13.1M | Buy |
27,557
+4,898
| +22% | +$2.32M | 0.01% | 1343 |
|
|
2024
Q3 | $11.1M | Buy |
22,659
+2,997
| +15% | +$1.47M | 0.01% | 1388 |
|
|
2024
Q2 | $9.11M | Buy |
19,662
+1,417
| +8% | +$656K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $7.88M | Buy |
18,245
+3,413
| +23% | +$1.47M | ﹤0.01% | 1473 |
|
|
2023
Q4 | $6.36M | Sell |
14,832
-16
| -0.1% | -$6.86K | ﹤0.01% | 1528 |
|
|
2023
Q3 | $5.61M | Buy |
14,848
+1,390
| +10% | +$525K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $5.13M | Buy |
13,458
+311
| +2% | +$119K | ﹤0.01% | 1541 |
|
|
2023
Q1 | $4.18M | Buy |
13,147
+2,273
| +21% | +$723K | ﹤0.01% | 1619 |
|
|
2022
Q4 | $2.71M | Buy |
10,874
+1,033
| +10% | +$258K | ﹤0.01% | 1845 |
|
|
2022
Q3 | $2.53M | Buy |
9,841
+960
| +11% | +$247K | ﹤0.01% | 1805 |
|
|
2022
Q2 | $2.12M | Buy |
8,881
+1,546
| +21% | +$369K | ﹤0.01% | 1980 |
|
|
2022
Q1 | $2.24M | Buy |
7,335
+776
| +12% | +$236K | ﹤0.01% | 1975 |
|
|
2021
Q4 | $2.05M | Buy |
6,559
+640
| +11% | +$200K | ﹤0.01% | 2066 |
|
|
2021
Q3 | $1.57M | Buy |
5,919
+435
| +8% | +$115K | ﹤0.01% | 2235 |
|
|
2021
Q2 | $1.57M | Sell |
5,484
-225
| -4% | -$64.5K | ﹤0.01% | 2164 |
|
|
2021
Q1 | $1.49M | Buy |
5,709
+704
| +14% | +$184K | ﹤0.01% | 2054 |
|
|
2020
Q4 | $1.13M | Buy |
5,005
+254
| +5% | +$57.6K | ﹤0.01% | 2079 |
|
|
2020
Q3 | $1.11M | Buy |
4,751
+21
| +0.4% | +$4.89K | ﹤0.01% | 1865 |
|
|
2020
Q2 | $841K | Sell |
4,730
-341
| -7% | -$60.6K | ﹤0.01% | 1953 |
|
|
2020
Q1 | $801K | Buy |
5,071
+370
| +8% | +$58.4K | ﹤0.01% | 1763 |
|
|
2019
Q4 | $847K | Buy |
4,701
+2,567
| +120% | +$463K | ﹤0.01% | 1957 |
|
|
2019
Q3 | $361K | Buy |
2,134
+324
| +18% | +$54.8K | ﹤0.01% | 2526 |
|
|
2019
Q2 | $296K | Buy |
+1,810
| New | +$296K | ﹤0.01% | 2699 |
|
|
2018
Q3 | – | Sell |
-2,246
| Closed | -$400K | – | 3294 |
|
|
2018
Q2 | $400K | Sell |
2,246
-15
| -0.7% | -$2.67K | ﹤0.01% | 2377 |
|
|
2018
Q1 | $409K | Buy |
2,261
+216
| +11% | +$39.1K | ﹤0.01% | 2319 |
|
|
2017
Q4 | $348K | Buy |
2,045
+31
| +2% | +$5.28K | ﹤0.01% | 2344 |
|
|
2017
Q3 | $324K | Buy |
2,014
+279
| +16% | +$44.9K | ﹤0.01% | 2289 |
|
|
2017
Q2 | $268K | Hold |
1,735
| – | – | ﹤0.01% | 2374 |
|
|
2017
Q1 | $249K | Sell |
1,735
-110
| -6% | -$15.8K | ﹤0.01% | 2341 |
|
|
2016
Q4 | $275K | Sell |
1,845
-210
| -10% | -$31.3K | ﹤0.01% | 2242 |
|
|
2016
Q3 | $289K | Buy |
+2,055
| New | +$289K | ﹤0.01% | 2148 |
|